AssetMark Inc
CXH

AssetMark Inc’s MFS Investment Grade Municipal Trust CXH Stock Holding History

AssetMark Inc’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.83K Buy
+480
New +$3.89K ﹤0.01% 2663

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AssetMark Inc's CXH Position: Q1 2026 in Review

AssetMark Inc opened a new position in MFS Investment Grade Municipal Trust (CXH) in Q1 2026: 480 shares worth $3.83K. The stake represents ﹤0.01% of the portfolio and ranks #2663 among its holdings.

33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • AssetMark Inc held 480 shares of MFS Investment Grade Municipal Trust worth $3.83K as of Q1 2026.
  • MFS Investment Grade Municipal Trust was a new AssetMark Inc position in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2663 holding.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.